field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

Title: PTA Clinical Coordinator/Faculty - 10 month
Employee Classification:&nbsp;Faculty
Institution:&nbsp;Roane State Community College
Department: Health Sciences
Campus Location: Roane State Community College
Job Summary
The Academic Coordinator of Clinical Education (ACCE) performs the duties and responsibilities identified in RSCC Policy Number: PA-24-01, Faculty Job Description. The Academic Coordinator of Clinical Education (ACCE) supervises educational services in the clinical setting to achieve equity of student clinical experience according to the program's established standards.
Job Duties
• Plan, develop, conduct, coordinate and facilitate the clinical education components of the PTA program.
• Assess and summarize the effectiveness of the clinical education program using survey and other data with the assistance of the Program Director as needed.
• Advise clinical supervisors in performing competency-based clinical evaluations.
• Assist clinical supervisors in maintaining professional competence and improving skills related to student instruction and clinical education.
• Assist program director in the assessment of program effectiveness and student preparation.
• Assist program director in the revision of policies and procedures.
• Communicate with clinical faculty as needed to meet the needs of the student, facility, and program.
• Assist in the orientation of new faculty members and clinical supervisors.
• Visit clinical affiliates as needed to meet student/program needs.
• Initiate new site affiliation agreements and maintain clinical site availability to meet the needs of the program.
• Ensure that clinical affiliation agreements are current as required by the accrediting agency.
• Pursue continuing education in professional practice and instructional delivery as needed to maintain professional competency.
• Integrate clinical education with didactic and laboratory instruction as part of the curriculum to meet the needs of the student and accreditation goals.
• Meet with clinical staff and students during scheduled site visits to facilitate and document students' clinical progress.
• Coordinate mastery level testing of students’ clinical performance.
• Maintain student record related to clinical.
• Coordinate appropriate clinical site placement of students.
• Monitor current trends in health care, reimbursement, and legal practices and revise clinical education programming in response to these trends.
• Maintain records of communications with the clinical education site.
• Establish and implement procedures to respond to student performance deficiencies and concerns. • Assess and develop the preparedness of each student for the clinical education experience.
• Teach assigned curricular content.
• Maintain active participation in professional organization.
Minimum Qualifications
• A minimum of an associate’s degree in physical Therapist Assisting and hold active license as a physical therapist assistant or physical therapist. • A minimum of three years of post-licensure full-time clinical experience in a physical therapy setting (or equivalent) • A minimum of two years of experience as a center coordinator of clinical education (CCCE) and/or clinical instructor (CI), or experience in teaching or administrating in a physical therapy educational program • Teaching experience (academic, clinical, continuing education, or in-service education) IDENTIFICATION AND PROOF OF WORK ELIGIBILITY REQUIRED 
Preferred Qualifications
Bachelor's degree in physical therapy.
Knowledge, Skills, and Abilities
Excellent written, verbal and organizational skills.

Motlow State Community College


      PTA Clinical Coordinator/Faculty - 10 month
    

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-System OfficeLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Lone Star College-System Office employees are based at one of two System Office locations; The Woodlands and University Park. Both are the site for multiple administrative departments and system-wide training programs.Location address is 5000 Research Forest Drive, The Woodlands, TX 77381.Job DescriptionPURPOSE AND SCOPE:The Coordinator I, CRM Communications facilitates daily operations of the CRM system, focusing on the creation, scheduling, and deployment of communication campaigns targeting prospective students. This entry-level role provides critical support in managing communication workflows, ensuring data accuracy, and assisting with reporting. Additionally, the Coordinator will assist with social media content creation and engagement, ensuring alignment with broader communication strategies and fostering meaningful interactions with prospective students. The position will collaborate with the Manager, CRM Communications &amp; Strategy, to execute communication strategies that align with enrollment goals and improve engagement across multiple channels.ESSENTIAL JOB FUNCTIONS:<ul><li>Creates, schedules, and deploys basic to moderate CRM-driven communications, including email and Short Message Service (SMS). Assists Manager with higher-level communications</li><li>Posts basic to moderate social media content, engaging with followers and monitoring comments to ensure timely responses and brand alignment. Assists Manager with higher-level content and follower engagement</li><li>Creates, manages and updates templates for emails and other communication formats. Assists Manager with higher-level templates</li><li>Collaborates with the marketing team to ensure all communications align with LSC's branding guidelines and campaign objectives</li><li>Performs regular data audits within the CRM system to identify and resolve any inconsistencies or errors</li><li>Assists with generating and distributing reports on campaign performance and audience engagement</li><li>Monitors communication timelines to ensure the on-time delivery of campaigns</li><li>Provides general support for CRM projects, including new feature testing, training, and troubleshooting</li><li>Supports the implementation of new communication tools and strategies under the guidance of the Manager</li><li>Supports the maintenance of CRM records, ensuring accurate and up-to-date data for prospective student outreach</li><li>Responsible for other reasonable, related duties as assigned</li></ul>KNOWLEDGE, SKILLS, AND ABILITIES:<ul><li>Knowledge of CRM platforms (e.g., Salesforce, Element451, Slate) or ability and willingness to learn CRM systems upon hire</li><li>Familiarity with email marketing, SMS, and social media communication practices</li><li>Familiarity with higher education marketing or recruitment processes preferred</li><li>Strong written and verbal communication skills</li><li>Strong organizational skills and attention to detail</li><li>Ability to effectively meet potentially overlapping deadlines</li><li>Basic understanding of data management and reporting principles</li><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and general office software</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE &amp; CONDITIONS:<ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone, and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>Associate degree or higher and at least 1 year of experience, or an equivalent combination of education and experience</li><li>Associate degree or higher in Marketing, Communications, or a related field</li><li>Experience must include at least 1 year in Marketing, Communications, or a related administrative role</li></ul>PREFERRED QUALIFICATIONS:<ul><li>Experience working with Customer Relationship Management (CRM) systems or email marketing platforms</li><li>Experience with HTML email design or basic graphic design</li></ul>SalaryHiring salary range is $38,761 to $44,575Lone Star College provides a hiring salary range for all posted full-time non-faculty positions. Where your salary offer would fall in that range is determined by your related experience and education. Should you receive an offer of employment from Lone Star College, the resume submitted in the application process will be utilized to calculate your salary offer. The information outlined below will provide the Office of Human Resources everything needed to determine an accurate starting salary.Your resume should provide a complete picture of your work experience. The resume should include the following information for each position listed:<ul><li>Length of time (specific months and years) of employment</li><li>If the position was full time or part time</li><li>If the position was paid or unpaid</li><li>Level of degree completed including date earned.</li><li>Unofficial transcript for highest earned degree</li></ul>Additionally, any certifications listed as required or preferred in the Lone Star College job description should be included in the resume submitted.Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment and excellent work/life balance. This includes a full comprehensive and competitive benefits package, a generous number of paid holidays and vacation days, wellness programs, tuition waiver, professional development opportunities and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Coordinator I, Customer Relationship Management (CRM) Communications

<h3>Job Description:</h3>Job DescriptionThe RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to Jersey City, NJ.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul>The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamicsThe base salary range for this position is $120,000 - $185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

VP, Advanced Planning - REMOTE - CA, WA, CO

<h3>Job Description:</h3><h3>The Role</h3>As a Pricing &amp; Billing Squad Lead, you will blend financial industry expertise with a desire for delivering innovative operational and technical solutions on internally facing applications. In an agile manner, working with your technology and business partners, you will deliver on the most critical strategies by improving your product’s features. These new features will improve business results &amp; customer approval.You will ensure alignment on the 'what' and 'when' work is to be performed through planning and prioritization of a squad backlog. You will have a clarity on the value of each item on your backlog and can socialize or recommend prioritization changes based on the right balance of quality, cost, and timelines. You will present the work in clear and succinct methods, ultimately in the form of stories and acceptance criteria, that will enable squad members to deliver predictable high-quality results. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role while anticipating future business partner needs.<h3>The Experience &amp; Skills You Bring</h3><ul><li>8+ years of financial industry and/or technology experience supporting fund operations.</li><li>Experience delivering multidimensional technical projects</li><li>Ability to collaborate and influence at all levels of the organization</li><li>Agile experience preferred</li><li>Ability to grasp groundbreaking business requirements and break them into clear and concise stories with well-defined business value and acceptance criteria</li><li>Lead, influence, and empower colleagues without formal authority, and have a track record of building high performing teams</li><li>Experience with security valuation and/or billing and expense processing preferred</li><li>Skilled with crafting and presenting visual artifacts like workflows (business or IT) &amp; delivery roadmaps</li><li>Skilled at crafting and leading executive level summaries</li><li>Experience running user facing UI features is a plus</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The NAV Pricing &amp; Billing product area exists to support internally developed Valuation, Billing and Expense platforms. On the Pricing team, our associates' support of tools for our operations teams to analyze market and vendor security pricing is required to deliver accurate Fund NAVs (Net Asset Value). On the Billing and Expense team, our associates' supports mutual fund expense accruals with related invoice and payment management. These both require significant integration from upstream data providers and downstream consumers inside and outside of the Fidelity eco-system. In order to deliver on this mission, creativity and organization must be at the core of how we operate to deliver Next Generation solutions that are not only secure and scalable, but also innovative and customer centric.We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, outstanding retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

NAV Pricing & Billing Squad Lead

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Branch Leader - Greensboro, NC

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Consultant - Exton, PA

<h3>Job Description:</h3>Director, Investment ProductThe Director, Investment Product will be responsible for product development, management, strategy, and advocacy for Fidelity’s Active Equity investment products with the goal of developing a strategy to retain and grow assets under management. The Director will partner with the investment teams to understand and articulate product design, investment approaches and positioning across the products. Likewise, the Director will work with distribution channel partners to better understand industry trends, client demand and feedback to ensure that the product lines continue to meet evolving customer needs through innovation, product development and pricing.The Role You Will Play<ul><li>Providing institutional product subject matter expertise on multiple equity investment products.</li><li>Representing the product design, philosophy, process, resources, and results to internal and external clients.</li><li>Creating and enhancing investment content for product positioning in collaboration with both the investment and marketing teams.</li><li>Researching and identifying product development opportunities and subsequently developing business cases to support promising new product initiatives.</li><li>Identifying opportunities to reposition or enhance existing products or underlying investments to improve longer-term marketability.</li><li>Contributing to the long-term strategic product plan to capitalize on emerging trends and themes in collaboration with the broader equity product team.</li><li>Demonstrating leadership to propose and drive various cross-team projects.</li></ul>The Expertise And Skills We Are Seeking<ul><li>7+ years of experience working in the financial services industry.</li><li>Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.</li><li>Knowledge of and interest in investments with equity experience a plus</li><li>Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.</li><li>Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.</li><li>Series 7 &amp; 63 licenses (can be obtained while in role).</li><li>Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.</li><li>Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.</li><li>Highly effective communicator with excellent writing, presentation, and interpersonal skills.</li><li>Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.</li><li>Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.</li></ul>The TeamThe Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director, Investment Product

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Services Representative - Naples, FL

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Orland Park, IL

<h3>Job Description:</h3>The RoleAs a Squad Leader, you blend product expertise with a passion for delivering results in an agile format. You will work on the Stock Plan Services reporting offering and will partner with other leaders to influence the broader strategic decisions and roadmaps, define the requirements, and bring the squad together to deliver specific results. You will ensure your products or services are available, stable, performant, and supported when required and that related cost and maintenance is managed. You will ensure alignment on the 'what' and 'when' of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role.You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.<ul><li>Defining, refining, and communicating your team's mission to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>5+ years of related product management experience, systems development, product development, and/or project/product management</li><li>Agile experience required</li><li>Bachelor’s degree preferred</li><li>Experience with equity compensation and/or accounting beneficial</li><li>You take a data-driven approach to understanding client needs, translate strategic goals into action, and prioritize to maximize value delivered</li><li>You have a continuous improvement approach</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul><h3>The Team</h3>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

1,027 Project Management / Professional Services Jobs